GreenWave

Reading SEC filings so you don't have to.
Forecasts posted before the print, graded after.
Every number traced to its source. Not financial advice.

[GreenWave @green_wave___]

$QCOM closed Thursday at $151.60, down 2.6% on the first full session after its results. That is below $168.05, the level I published as my buy line. So I am buying. Here is the work, and the numbers I am putting on record before November.

[GreenWave @green_wave___]

What would make me wrong. Apple's transition running faster than my Base assumes, or Data Center customers not converting at all. Either one and $84.92 stops being a tail. I would rather name those now than explain them in November.

[GreenWave @green_wave___]

$QCOM closed Thursday at $151.60, down 2.6% on the first full session after its results. That is below $168.05, the level I published as my buy line. So I am buying. Here is the work, and the numbers I am putting on record before November.

[GreenWave @green_wave___]

Every figure traces to a filing or a named public source. SEC for the operations, company IR for the dividend and the earnings date, the tape for the price. Peer multiples come from an aggregator, labelled medium confidence. AI assisted, human decided. Not financial advice.

[GreenWave @green_wave___]

Every figure above traces to a filing or a named public source: SEC filings for the operations, FRED for the rate series, the tape for the prices. Not a call you have to trust, a chain of numbers you can check and then disagree with. Not financial advice.

[GreenWave @green_wave___]

$DG closed Thursday at $115.16 — below $116.15, the level where I become a buyer. Friday it bounced 1.8% to $117.23. I'm still not buying. Here's the work, and the forecast I'm putting on record before the 27 August print.

[GreenWave @green_wave___]

On record, before 27 August: diluted EPS $1.92, same-store sales +2.55%, gross margin 31.4%. I'll post the grade against the actuals whether it flatters me or not. Same account, same thread.